Portfolio Management Services (PMS)Compare Schemes
GEOJIT-BEACON PORTFOLIO vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
GEOJIT-BEACON PORTFOLIO
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−2.85%
1.02%
6 Months
4.89%
20.43%
1 Year
5.63%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
−3.63%
20.69%
Fund Age
2 yrs 1 mo
2 yrs 8 mo
AUM
₹189.12 Cr
₹320.35 Cr
Alpha – 1 Year
0.91%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.99%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
1.32
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.68%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · M 8% · S 71%
L 5% · M 36% · S 51%
Number of Stocks
28
29
Portfolio P/E
—
40.22
Top 5 Holdings
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%